Keep Client Contact Info in Microsoft CRM or ERP?
In theory, a company should rid itself of all “silos” of client information, and have everything stored in one central spot. Unfortunately, that isn’t always possible. Sales and customer service …
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3 Simple Steps to Make Sure Leads Are Tracked Right
Most prospects looking at a product or service will take time evaluating their options. Studies have shown that it will take at least 4 contacts to bring on board a …
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Social Selling with Microsoft CRM
A top new enhancement in Microsoft CRM 2013 is the ability for companies to engage in social selling. As defined by Microsoft, social selling gives businesses the ability to share …
Creating Customer Facing Portals in Microsoft CRM
In the past several years, client expectations have significantly changed. Recent studies have shown that 2/3rds of consumers expect to be able to use web self-service tools to find answers …
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Make Sure Your CRM Project Does Not Fail
When implementing a new CRM system, you should always keep in mind this simple rule: your new system will fail if end users don’t like using it. It’s true. No …
Microsoft CRM Trials Are Great – But Get It For The Right Reason
Businesses considering implementing Microsoft CRM are increasingly using 30 day trials of Microsoft CRM as a way of evaluating it as a solution for them. There is a good reason …
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4 Things to Watch for When Sending a Microsoft CRM Email Blast
Today I got an email that said, among other things, that the business sending me the email would like the opportunity to sit down with me or “any other member …
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Cost of Implementing Microsoft CRM
Many factors go into deciding the right CRM solution – ability to meet business requirements, ease of use, adaptability with other technologies, etc. But whatever your criteria are, in the …
Convert Internet Leads Quickly with Microsoft CRM
As we all know, internet searches are growing by leaps and bounds. There are 3 billion searches conducted per day, and the number has steadily doubled every 2 years. Simply …
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Integrate Microsoft CRM with any ERP package
Businesses today are increasingly looking to integrate Microsoft CRM with their ERP package. The advantages of having such integration are numerous. Sales teams get a complete view of their customers' …
